Prime Highlight:
- Anthropic has achieved tenfold annual revenue growth for three consecutive years by focusing on enterprise clients rather than mass consumer adoption.
- The company’s emphasis on safety, reliability, and trust is helping it close the revenue gap with consumer-focused rivals like OpenAI.
Key Facts:
- About 85% of Anthropic’s revenue now comes from business customers, with its client base expanding from under 1,000 to more than 300,000 in two years.
- The company is valued at around $183 billion and could nearly double its valuation in a new funding round backed by investors including Microsoft and Nvidia.
Background:
Anthropic, the fast-rising artificial intelligence company behind the Claude assistant, has posted ten times annual revenue growth for the past three years, primarily driven by enterprise demand. About 85% of its income now comes from business clients, marking a sharp contrast with rivals that rely heavily on consumer usage.
The company was founded five years ago by siblings Daniela and Dario Amodei after they left OpenAI with a group of senior researchers. While Dario shapes the firm’s technical direction, Daniela, the company’s president and co-founder, has emerged as the key force behind its business strategy and operations.
Anthropic chose not to chase viral consumer growth after the launch of ChatGPT in late 2022. Instead, it focused on reliability, safety, and trust, traits that large companies value when using AI for real work such as coding, science, and data analysis.
That strategy now appears to be paying off. Anthropic says its business customer base has grown from fewer than 1,000 to more than 300,000 in just two years. Almost 80% of Claude’s usage now comes from outside the United States.
Major clients include Novo Nordisk, the Norwegian sovereign wealth fund, Bridgewater, Stripe and Slack, all of which use Claude at scale. Analysts say enterprise customers tend to stay longer, giving Anthropic steadier growth than consumer-driven models.
The company is currently valued at about $183 billion and could nearly double that figure after a new funding round, with Microsoft and Nvidia joining its investor list.
While OpenAI still dominates public attention, with ChatGPT nearing 900 million weekly users, Anthropic is closing the gap in revenue and business adoption.
Daniela Amodei says the company avoids hype and focuses on building long-term systems. She believes AI firms must learn from past tech mistakes and manage risks early, not after problems arise. For Anthropic, safety and growth are not rivals; they are partners.